CASA VERDE CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WEST HOLLYWOOD, California
CRD number
269907
Registered since
April 18, 2018

Firm profile

FINTRX

Overview

Casa Verde Capital, LLC is an owner-operated limited liability company formed as an SEC-registered adviser in 2018. The firm does not present itself as a broad capital allocator or multi-state advisory platform; instead, its principal activities are servicing and sponsoring pooled investment vehicles. Regulatory and profile details indicate roles as an adviser/sponsor, general partner, and managing member of private pooled funds. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • KARAN WADHERA

    Managing PartnerCRD 4836444

  • CALVIN BROADUS

    Manager and MemberCRD 6933507

  • THEODORE CHUNG

    General PartnerCRD 6938622

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WEST HOLLYWOOD, CA

LOS ANGELES

Location

WEST HOLLYWOOD, CA

Headquartered in WEST HOLLYWOOD, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
8581 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth